Virtus Investment Advisers’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-188
| Closed | -$13K | – | 368 |
|
|
2022
Q3 | $13K | Buy |
+188
| New | +$13K | 0.01% | 374 |
|
|
2017
Q4 | – | Sell |
-19,441
| Closed | -$955K | – | 529 |
|
|
2017
Q3 | $955K | Sell |
19,441
-3,096
| -14% | -$152K | 0.1% | 230 |
|
|
2017
Q2 | $1.08M | Sell |
22,537
-2,588
| -10% | -$124K | 0.11% | 219 |
|
|
2017
Q1 | $1.25M | Sell |
25,125
-3,540
| -12% | -$176K | 0.11% | 214 |
|
|
2016
Q4 | $1.41M | Sell |
28,665
-131,711
| -82% | -$6.48M | 0.11% | 225 |
|
|
2016
Q3 | $8.23M | Buy |
+160,376
| New | +$8.23M | 0.53% | 51 |
|